Method and system for ai-driven prioritization of client meetings and portfolio rebalancing for financial advisors
An AI/ML system integrates market and client data to prioritize meetings and automate portfolio rebalancing, addressing inefficiencies in financial advisor preparation and enhancing client interactions through real-time insights and streamlined tasks.
US20260141351A1Pending Publication Date: 2026-05-21LTIMINDTREE LTD
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Patent Information
- Authority / Receiving Office
- US · United States
- Patent Type
- Applications(United States)
- Current Assignee / Owner
- LTIMINDTREE LTD
- Filing Date
- 2024-11-18
- Publication Date
- 2026-05-21
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Figure US20260141351A1-D00000_ABST
Abstract
The present disclosure provides a method and system leveraging AI / ML models for prioritizing client meetings and dynamically rebalancing portfolios for financial advisors. The system receives real-time market event data from multiple external sources, which is processed using AI / ML models and a RAG Architecture to assess impacts on financial sectors and client portfolios. Based on the analysis, the system generates a prioritized list of client meetings and pre-meeting materials that include actionable recommendations. These materials are displayed to the financial advisor via a user interface. The system further integrates with portfolio management systems to automate portfolio rebalancing based on the AI-generated recommendations and financial advisor input, ensuring alignment with client goals and market conditions.
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